미국 데이터센터 콜로케이션 시장은 2025년 437억 1,100만 달러에서 2031년까지 851억 8,000만 달러로 성장할 것으로 전망된다.

The U.S. data center colocation market was valued at USD 43.71 billion in 2025 and is projected to reach USD 85.18 billion by 2031, expanding at a compound annual growth rate of 11.76 percent. This growth is fueled by artificial intelligence, cloud computing, hyperscale expansion, high-density computing, renewable energy adoption, and continued investment in advanced power and cooling infrastructure. Artificial intelligence adoption is transforming data center design, with capacity dedicated to AI workloads expected to nearly triple over the next five to six years. This surge increases demand for GPU-ready facilities, high-density racks, advanced electrical systems, and liquid-cooling technologies. In May 2025, NTT DATA announced plans to deliver more than 370 megawatts of new capacity, launch 10 data centers, and support over 200 megawatts of AI workloads, including liquid-cooling deployments. In January 2025, the U.S. administration unveiled Stargate, a private-sector-led AI infrastructure initiative associated with OpenAI and backed by planned investment of up to USD 500 billion over four years. Texas remains a major destination, with Crypto and IREN announcing in March 2025 plans for a 75 megawatt liquid-cooled AI data center at IREN's Childress site, expected to support rack densities of up to 200 kilowatts through direct-to-chip cooling for NVIDIA Blackwell GPUs.

Rising AI and cloud workloads are increasing electricity requirements, making sustainability, grid availability, water management, and emissions reduction central to investment decisions. Operators are expanding renewable energy procurement to meet regulatory, community, and investor expectations. In August 2025, Soluna exceeded 1 gigawatt of clean computing capacity following the launch of wind- and solar-powered facilities in Texas. In July 2025, Digital Realty reported that renewable sources supplied 75 percent of its global electricity requirements, supported by 1.5 gigawatts of contracted renewable energy capacity. The company also matched 185 data centers with 100 percent renewable energy and achieved ENERGY STAR certification across 69 percent of its managed U.S. portfolio. Equinix and CyrusOne have separately announced carbon-neutrality targets for 2030.

Infrastructure investment spans retail and wholesale colocation, covering electrical systems, mechanical systems, and general construction. Key electrical components include UPS systems, generators, transfer switches, switchgear, and power distribution units, while nickel-zinc and sodium-ion batteries are gaining market attention alongside redundant utility feeds and backup generation. Mechanical infrastructure includes cooling systems and racks, with direct-to-chip and other liquid-based cooling systems rising as GPU-dense clusters exceed conventional air cooling capabilities. Construction demand covers core-and-shell development, engineering, commissioning, fire suppression, physical security, and DCIM or BMS solutions, serving Tier I and II, Tier III, and Tier IV facilities.

Regionally, the Southeastern United States, including Virginia, Georgia, and North Carolina, led investment with more than USD 15.04 billion in 2025 and is projected to add approximately 13,628 megawatts of power capacity between 2026 and 2031. The Southwestern United States followed with investments exceeding USD 14.95 billion, led by Texas and Arizona, while the Midwest accounted for approximately USD 6.07 billion. Demand remains strong in the New York-New Jersey market, where vacancy has fallen below 6 percent, though local permitting, power availability, and community opposition may influence future development. Prominent operators include Applied Digital, CyrusOne, DataBank, Digital Realty, Equinix, NTT DATA, QTS Realty Trust, and Vantage Data Centers, alongside others such as Aligned Data Centers, Cologix, Compass Datacenters, Core Scientific, Crusoe, EdgeConneX, Flexential, Iron Mountain, STACK Infrastructure, Switch, TierPoint, Yondr, and 365 Data Centers. New market entrants include Ada Infrastructure, Ardent Data Centers, CleanArc Data Centers, CloudBurst Data Centers, Crane Data Centers, Fleet Data Centers, Lambda, LightHouse Data Centers, Prometheus Hyperscale, Related Digital, Rowan Digital Infrastructure, and Tract. In August 2025, Vantage Data Centers announced an investment exceeding USD 25 billion for its Frontier campus in Shackelford County, Texas. This planned 1,200-acre, 1.4 gigawatt development will include 10 data centers totaling approximately 3.7 million square feet and is designed to support rack densities of 250 kilowatts and above, highlighting the accelerating shift toward AI and high-performance computing infrastructure. For more information, visit https://www.researchandmarkets.com/r/jnj3mz. ResearchAndMarkets.com is identified as the world's leading source for international market research reports and market data. Contact details list Laura Wood as Senior PR representative.